SMSF and high net worth clients overwhelmingly desire to limit the passing of their wealth, during and after life, outside of their bloodline. It can happen so easily and the best laid legal documents don’t often do what they say they are going to do. A simple will affords little protection as does a bloodline trust if it is attacked under the Family Provisions Act.

The solution? The Leading Member suite of documents covering a range of tax, super and estate planning strategies to protect, grow and ensure certainty on all things protecting your clients lineage and bloodline.

In this half day Strategy Session, Grant Abbott, inventor of the Leading Member concept will take participants through case studies, both simple and easy to apply, to complex family situations and identify problems that will arise and how the Leading Member overcomes and secures these issues. For any financial planner, accountant or other financial planner seeking to add extra value to their client’s affairs and see them engaged and working with you to build an impregnable fortress, this is great work.

We will work through Leading Member SMSFs, Discretionary Trusts, Account Based Pensions, SMSF Wills and Testamentary Trusts. At the end of the session you will know when to use what – where and when. In addition we will look at the client interview process, which clients fit the Leading Member profile courtesy of our Leading Member questionnaire and also reveal the Leading Member Statement of Advice. All automated, efficient, secure and certain enabling you as an adviser to maximise the number of clients you see, advise and at the same time, providing an exciting new revenue stream,

The session is in Melbourne and Sydney only and limited to only 25 attendees to give it a tutorial “hands on” feel, enabling all attendees to maximise their learning, knowledge and Leading Member advising skills levels.

The registration fee is $149 however for ILS members it is only $79, our costs for the day.